Senior Advisor

Attendance

Hybrid

Job number

29068

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

29-Oct-2025

Area(s) of interest: Financial markets and treasury, Risk management, Operations

Location(s): Montreal

A career as a Senior Advisor, Tax Compliance within the Capital Markets Onboarding team at National Bank means acting as a subject matter expert to ensure compliance with international regulations such as CRS-FATCA, the Qualified Intermediary (QI) agreement, and Qualified Derivatives Dealer (QDD) rules. This role allows you to have a tangible impact on the Bank’s risk management and contribute to the rigor and efficiency of our counterparty onboarding processes.

Your role

Support, advise, and participate in the activities of the Capital Markets Onboarding team on internal initiatives and process reviews related to QI and QDD regulations.
Ensure counterparties’ compliance with various applicable regulations.
Oversee the operational governance of the controls implemented in relation to these regulations.
Act as a go-to resource for the Capital Markets Onboarding team and internal partners.
Support and advise business units during projects, process reviews, and in responding to daily questions to mitigate compliance risks.
Contribute to the development of tools, procedures, and training materials, and participate in working committees related to compliance programs.

Your team

Within the Operations Capital Markets’ Documentation Centre for Counterparties sector, you’ll be part of a larger team of 50 colleagues and report to the Senior Manager, Capital Markets Onboarding. Our team stands out for its adaptability to the realities of capital markets, its rigor, and its strong spirit of collaboration. You’ll work in a stimulating environment that encourages teamwork and continuous improvement. We also aim to offer maximum flexibility to support your quality of life, including a hybrid work environment and adaptable schedules.

National Bank values continuous development and internal mobility. Our personalized training programs, based on experiential learning, help you master your role and expand your expertise.

Prerequisites

Completed Bachelor’s degree in a related field and 6 years of relevant experience, or completed Master’s degree and 4 years of relevant experience.
Experience in the securities industry.
Strong knowledge of QI and QDD rules.
Knowledge of CRS-FATCA regulations.
Familiarity with the Murex system.

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Analytical Skills Organization Skills Regulatory Compliance Securities Teamwork Business Acumen Client-focused Decision Making Influence others Initiative Resiliency Results oriented Self-motivation Adaptability Murex

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Apply

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?